5 min read
TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey
Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool. Gainesville, Fla. – May 11, 2022 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating ...
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
3 min read
TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs
Why TradePMR exclusively works with RIAs A niche can be powerful for a business.
Topics: Financial advisors RIA technology FinTech RIAs Technology Custodial Service Providers
3 min read
Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR
Get the Case Study on Bischoff Wealth Management Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
Topics: RIA technology RIAs Service Breakaway
2 min read
SYNERGY22: Your Gateway to the Future of Fusion
Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisors RIA technology FinTech Technology SYNERGY
2 min read
Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
3 min read
SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics: TradePMR RIA technology RIAs SYNERGY
2 min read
Why I Started TradePMR
What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics: Financial advisors Best Financial Advisor Technology RIA technology Fusion RIAs
3 min read
How TradePMR Works to Streamline Your Custodial Transition
Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when ...
Topics: RIA technology Transition Service
3 min read
How TradePMR Balances Automation and Service for RIAs
An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
